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Cooper/Haims Advisors’s Apple AAPL Stock Holding History

Cooper/Haims Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,600
Closed -$1K – 58
2018
Q4 		$1K Buy
+1,600
New +$77.6K ﹤0.01% 59
2018
Q2 		– Sell
-2,400
Closed -$7K – 59
2018
Q1 		$7K Buy
+2,400
New +$103K 0.01% 48

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cooper/Haims Advisors's AAPL Position: Q1 2026 in Review

Cooper/Haims Advisors increased its Apple (AAPL) stake by 0.92% in Q1 2026, buying an estimated $54.7K and bringing the position to 22,974 shares worth $5.83M. The position accounts for 2.74% of the portfolio, ranked #10.

Cooper/Haims Advisors first reported a position in AAPL in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.64M in Q2 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cooper/Haims Advisors held 22,974 shares of Apple worth $5.83M as of Q1 2026.
  • Cooper/Haims Advisors bought 210 Apple shares in Q1 2026, an estimated $54.7K.
  • Apple made up 2.74% of Cooper/Haims Advisors's portfolio in Q1 2026, its #10 holding.
  • Cooper/Haims Advisors first reported a position in Apple in Q4 2017 and has held it in 33 quarters since.
  • Cooper/Haims Advisors's Apple position peaked at $6.64M in Q2 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.